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INSTITUTIONAL HOLDINGS · 35,237 results Live
Institutional Holdings MATAURO, Nov 3 — 0.00

13F-HR - MATAURO, LLC (0002052964) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MATAURO, LLC.

Institutional Holdings LOCUST Nov 3 — 0.00

13F-HR - LOCUST WOOD CAPITAL ADVISERS, LLC (0001349434) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LOCUST WOOD CAPITAL ADVISERS, LLC.

Institutional Holdings Forthright Nov 3 — 0.00

13F-HR - Forthright Family Wealth Advisory LLC (0002008648) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Forthright Family Wealth Advisory LLC.

Institutional Holdings W.H. Nov 3 — 0.00

13F-HR - W.H. Cornerstone Investments Inc. (0001940823) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by W.H. Cornerstone Investments Inc..

Institutional Holdings JIM Nov 3 — 0.00

13F-HR - JIM SAULNIER & ASSOCIATES, LLC (0002044420) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by JIM SAULNIER & ASSOCIATES, LLC.

Institutional Holdings Ascentis Nov 3 — 0.00

13F-HR - Ascentis Wealth Management, LLC (0002032602) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Ascentis Wealth Management, LLC.

Institutional Holdings Financial Nov 3 ▲ +0.20

13F-HR - Financial Perspectives, Inc (0002003287) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Financial Perspectives, Inc.

Institutional Holdings Solutions Nov 3 — 0.00

13F-HR - Solutions 4 Wealth, Ltd (0002006405) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Solutions 4 Wealth, Ltd.

Institutional Holdings Carota Nov 3 — 0.00

13F-HR - Carota Wealth Management (0001779506) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Carota Wealth Management.

Institutional Holdings VALLEY Nov 3 — 0.00

13F-HR - VALLEY FORGE INVESTMENT CONSULTANTS INC ADV (0000920655) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV.

Institutional Holdings Redwood Nov 3 — 0.00

13F-HR - Redwood Financial Network Corp (0001927724) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Redwood Financial Network Corp.

Institutional Holdings WILKINS Nov 3 — 0.00

13F-HR - WILKINS INVESTMENT COUNSEL INC (0001276853) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WILKINS INVESTMENT COUNSEL INC.

Institutional Holdings Socha Nov 3 — 0.00

13F-HR - Socha Financial Group, LLC (0001967966) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Socha Financial Group, LLC.

Institutional Holdings Wellington Nov 3 — 0.00

13F-HR - Wellington Shields Capital Management, LLC (0001506071) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wellington Shields Capital Management, LLC.

Institutional Holdings Chung Nov 3 — +0.10

13F-HR - Chung Wu Investment Group, LLC (0002054278) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Chung Wu Investment Group, LLC.

Institutional Holdings Twelve Nov 3 — 0.00

13F-HR - Twelve Points Wealth Management LLC (0001877090) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Twelve Points Wealth Management LLC.

Institutional Holdings Evolution Nov 3 — 0.00

13F-HR - Evolution Wealth Advisors, LLC (0001763121) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Evolution Wealth Advisors, LLC.

Institutional Holdings Networth Nov 3 — 0.00

13F-HR - Networth Advisors, LLC (0002099019) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Networth Advisors, LLC.

Institutional Holdings Advisor Nov 3 — 0.00

13F-HR - Advisor OS, LLC (0001767580) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Advisor OS, LLC.

Institutional Holdings Quantum Nov 3 — 0.00

13F-HR - Quantum Financial Advisors, LLC (0001929139) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Quantum Financial Advisors, LLC.